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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return R2
Price$19.27
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
BALFX vs MTRRX Comparison Chart
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BALFX vs. MTRRX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. MTRRX (7.79B). BALFX pays higher dividends than MTRRX: BALFX (2.21) vs MTRRX (2.07). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (21 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. MTRRX (4.22). BALFX return over 5 years is better than : 29.72 vs. MTRRX (2.95).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 1.953 | 1.421 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.21 | 2.07 | 107% |
| Returns for 1 year | 12.25 | 4.22 | 291% |
| Returns for 3 years | 12.28 | -4.25 | -289% |
| Returns for 5 years | 29.72 | 2.95 | 1,006% |
| Returns for 10 years | 55.85 | 27.15 | 206% |
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